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Stance Sustainable Beta Etf shares owned by Wetherby Asset Management

Quarter-by-quarter ownership of Stance Sustainable Beta Etf (CHGX) shares owned by Wetherby Asset Management from 13F filings

Historical chart of Wetherby Asset Management investment in Stance Sustainable Beta Etf

Tip: Access up to 7 years of quarterly data

All positions including Stance Sustainable Beta Etf held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stance Sustainable Beta Etf by Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $994k 36k 27.30
2025-06-30 $949k 36k 26.07

More positions owned by Wetherby Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (Principal) (SPY)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Netflix (NFLX)
Tesla Motors (TSLA)

View all positions for Wetherby Asset Management

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